Legacy Solutions, LLC

Legacy Solutions, LLC (CRD# 323360) is a financial advisory firm headquartered in Kennett Square, PA. They manage $163,923,630 in 613 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
206 N Union St, Kennett Square, PA 19348
https://www.linkedin.com/company/legacy-solutions-inc-
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $267,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, PA

Financial Advisors at Legacy Solutions, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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